February 2, 2023 @ 10:10 pm | Breaking News, Dividend Income Portfolio, INTC |
Today I posted my two-hundred-and-thirty-second YouTube video: Quick Pick Intel Today’s Quick Pick: Intel (NASDAQ: INTC). Intel’s revenue and earnings report last week was terrible. It was a classic kitchen sink quarter, where the company laid out all the...
December 8, 2022 @ 10:07 pm | ABBV, Breaking News, Dividend Income Portfolio, MMM |
Once a company has put in the time and money to make the Dividend Aristocrats list, the company isn’t likely to squander that investment just because a recession looms. To make the list–and garner a big chunk of cash from conservative dividend...
December 7, 2022 @ 10:15 pm | Breaking News, Dividend Income Portfolio, DOW |
The November rally was kind to Dow (DOW) with the stock up 10.4% from November 1 through December 1. The shares have given back some of that lately, but I’d still like to book any gains here ahead of a possible recession or at least a further economic slowdown...
November 30, 2022 @ 6:58 pm | Breaking News, Dividend Income Portfolio, Jim's Extras |
You have to do a fair amount of work in rearranging the dividend numbers for BHP (BHP) to understand why this diversified commodities producer made my list of safe dividend stocks paying 6% or more. (Subscribers to my paid JubakAM .com site got the whole list of 5.)...
October 25, 2022 @ 7:46 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio, KO |
This morning before the stock market open Coca-Cola reported earnings of 69 cents a share for the third quarter. That was up from 65 cents a share in the third quarter of 2021 and was above the 64 cents a share expected by Wall Street analysts. Revenue of $11.1...
October 14, 2022 @ 7:21 pm | Breaking News, Dividend Income Portfolio, TFC |
Yesterday’s CPI inflation number changed everything, right? Nah. The higher-than-expected inflation number for September–a core inflation rate of 6.6%–guaranteed that the Federal Reserve will raise interest rates by 75 basis points at its November 2...
October 6, 2022 @ 7:50 pm | AMD, Breaking News, Dividend Income Portfolio, INTC, Jubak Top 50 Portfolio, NVDA |
After the close today October 6, Advanced Micro Devices (NASDAQ) announced that its preliminary estimate of revenue for the third quarter would be just $5.6 billion. That’s well below Wall Street forecasts of $6.71 billion. On the news shares of Advanced Micro...
September 12, 2022 @ 10:47 pm | Breaking News, Dividend Income Portfolio, VZ |
My one-hundred-and-seventy-fourth YouTube video: “Quick Pick Verizon” went up today. Verizon (VZ) is hated by everybody, but if you’re looking for a high-yield stock (safe but without a whole lot of price appreciation in all probability) with...
July 26, 2022 @ 7:27 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio, KO, MCD |
With Walmart (WMT) shares down 7.74% as of noon New York time today, July 26, on the company’s warning yesterday about falling revenue, the pool of safe consumer stocks continues to shrink. Which is bad if you owned Walmart or Dollar General (DG), also down...
July 18, 2022 @ 7:49 pm | Breaking News, C, Dividend Income Portfolio |
Shares of Citigroup climbed by 13.23% on Friday, July 15, after the company reported earnings of $2.19 a share. Revenue came in at $19.6 billion. Wall Street had projected earnings of $1.689 a share and revenue of $18.4 billion. So it’s not surprising that the...
July 5, 2022 @ 10:33 pm | Breaking News, Dividend Income Portfolio |
My one-hundred-and-fifty-second YouTube video “Quick Pick Kimberly Clark” went up today. This week I’m looking at Kimberly-Clark (KMB), a consumer staples producer that I’m sure many of you are familiar with. I think in the coming recession,...
June 20, 2022 @ 10:30 pm | Breaking News, Dividend Income Portfolio, PFXF, VGSH |
I’ve overstayed my welcome in the Vanguard Short-Term Treasury ETF (VGSH) and the VanEck Preferred Securities ex-Financials ETF (PFXF), but with the Federal Reserve accelerating its interest rate increases, I think selling these two members of my Dividend...
June 13, 2022 @ 8:00 pm | Breaking News, Dividend Income Portfolio, TFC |
On Friday in my Quick Pick video on YouTube (Have you subscribed yet–why not? It’s free and that way you’ll know when a new video goes up) I said I would add Truist Financial (TFC) to my Dividend Portfolio on Monday. And so I will. My rule of thumb...
June 10, 2022 @ 10:04 pm | Breaking News, Dividend Income Portfolio, TFC |
My one-hundred-and-forty-third YouTube video “Quick Pick Truist Financial” went up today. My Quick Pick this week is Truist Financial Corp (TFC), a “super-regional” bank based in the Southeast. Bank stocks have been down recently on rising...
May 18, 2022 @ 5:12 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio, KO, PEP |
Ok, the bad news on profit margins from Target (TGT) was a big deal. No argument. When you’re operating margin falls to 5.37% when Wall Street was projecting 9.5%, it’s a big deal. And after yesterday’s earnings miss from Walmart (WMT), it’s...
May 15, 2022 @ 10:14 pm | AES, Breaking News, CRWD, Dividend Income Portfolio, GNRC, Jubak Picks Portfolio, OKTA, WCC |
I don’t know if Friday’s bounce will continue into the new week. I think the summer season is likely to be positive for revenue at many companies–travel, airlines, Las Vegas–but I don’t like the longer term fundamentals in the economy....
May 9, 2022 @ 10:37 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio, PEP |
Last week PepsiCo (PEP) declared a quarterly dividend of $1.15 a share, up about 7% from $1.075 a share. That brings the dividend yield up to 2.7%, almost exactly Coca-Cola’s (KO) 2.72% yield. On the basis of that yield and the pricing power that the company...
May 9, 2022 @ 10:02 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, PXD, You May Have Missed |
My one-hundredth-and-thirty-second YouTube video “Trend of the Week Give “Em the Cash” went up today. So far, so good this earnings season: oil and natural gas producers are holding the line on capital spending on new production, as they promised,...
April 26, 2022 @ 10:41 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio, KO, PEP |
Neither company crushed Wall Street earnings expectations, but both reported good enough news in a very tough environment. I own PepsiCo in my long-term 50 Stocks Portfolio, where it was up 220.4% from my initial December 30, 2008 pick as of the close on April 26. I...
April 11, 2022 @ 8:10 pm | BAC, Breaking News, C, Dividend Income Portfolio, Jubak Picks Portfolio, USB, WFC |
Just want to make sure that no one missed the sell recommendations in yesterday’s Saturday Night Quarterback post on my subscription JubakAM.com site. Big banks will kick off another earnings season beginning with JPMorgan Chase (JPM) on Wednesday, April 13....
April 7, 2022 @ 10:51 pm | Breaking News, Dividend Income Portfolio, Jim's Extras, PFE |
Pfizer (PFE) will buy privately held respiratory syncytial virus drug maker ReViral for up to $525 million. Wall Street liked the deal–the stock was up 4.33% today, April 7–because it fits with Pfizer’s RNA virus program–which produced a...
February 24, 2022 @ 11:04 pm | Breaking News, Dividend Income Portfolio, PXD |
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth-and sixth YouTube video “Quick Pick Pioneer Natural Resources” went up today. This week my Quick Pick is Pioneer Natural Resources (PXD). I don’t like...
February 11, 2022 @ 7:44 pm | Breaking News, CMI, Dividend Income Portfolio, Jubak Top 50 Portfolio |
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth YouTube video “QuickPick Cummins Update” went up today. Welcome back to Quick Picks. I have another update this week, this time on Cummins (CMI), the maker...
January 6, 2022 @ 7:30 pm | Breaking News, Dividend Income Portfolio, Jim's Extras |
One of my many New Year’s resolutions (I get pretty granular. Poor Richard has nothing on me when it comes to goal setting for self-improvement) was to do a better job of keeping the performance reports of my portfolios up to date. I’ve fallen two years...
December 9, 2021 @ 7:07 pm | Breaking News, CVS, Dividend Income Portfolio |
CVS Health (CVS) will raise its annual dividend by 10% to $2.20 from $2.00 effective with the dividend payout scheduled for February 1. The company has also authorized a $10 billion share buyback program. The company also raised guidance for the full 2021 year to...
August 17, 2021 @ 6:58 pm | Breaking News, Dividend Income Portfolio, Jubak Top 50 Portfolio |
On Monday the Chinese government reported that the country’s economy slowed more than expected in July. Retail sales were crimped by tough new virus restrictions introduced toward the end of the month to contain fresh outbreaks. Retail sales rose by 8.5% near...
June 29, 2021 @ 10:53 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio |
That didn’t take long. On Thursday the Federal Reserve reported that all 23 big banks tested in its annual stress test, passed. Which means that the last remaining restrictions on dividend increases and share buybacks are now history. Yesterday big banks started...
June 24, 2021 @ 6:52 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Copper stocks have been moving steadily higher recently in anticipation of a turn in the eight week downward trend in the price of copper itself. Now the price of copper is showing some of the upward movement that the rally in copper stocks anticipated. For example,...
May 27, 2021 @ 7:22 pm | Breaking News, Dividend Income Portfolio, KMI |
Like many (most? all?) oil-related stocks Kinder Morgan (KMI), the operator of 70,000 miles of natural gas pipelines, has moved up strongly during the recent rally in the price of oil. The stock, a member of my Dividend Portfolio since February 24, 2016, has gained...
May 12, 2021 @ 10:24 pm | Breaking News, Dividend Income Portfolio, IFNNY, Jubak Picks Portfolio, SCCO, USB |
I’m starting up my videos again–this time using YouTube as a platform. The twenty-third YouTube video “Five Stocks for an Inflation Scare” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...